Adding approvers in Workflow Automation is one of the tasks for configuring Workflow Automation. Admins with access to Workflow Automation need to configure the approvers for their organization in Workflow Automation.

While investigating an incident on the Incidents page or Incident Details page, admins can escalate the incident to an approver for their review and response to the incident. Approvers can be anyone that you choose. For example, an approver can be the manager of the end user who generated the incident. To learn more, see About Incidents and Viewing & Managing Incident Details.

Adding Approvers

To add approvers:

1. Go to Setup > Approvers. The Approvers page appears, listing all the approvers for your organization.

2. On the Approvers page, click Add More. A new row appears after the last approver that is displayed.

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3. In the new row:

• Name: Enter the name of the approver.
• Email: Enter the email address of the approver.

4. Click Save.

Editing Approvers

To edit an approver:

1. Go to Setup > Approvers. The Approvers page appears, listing all the approvers for your organization.
2. (Optional) On the Approvers page, use the Search field to locate the approver that you want to edit.
3. Change one or both of the following fields for an approver: Name and Email.
4. Click Save.

To delete an approver, click the Delete icon next to an approver.

Viewing Approvers

To view approvers, go to Setup > Approvers. The Approvers page appears, listing all the approvers for your organization. For approvers, you can view the following information:

• Name: The name of the approver.
• Email: The email address of the approver.

See image.